Every 8-K that Constellium SE (CSTM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CSTM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSTM filings page.
Constellium SE reported very strong results for the quarter and first half ended June 30, 2026. In Q2 2026, shipments were 381 thousand metric tons (down 1% year over year), while revenue reached $2,748 million, net income $148 million, and Adjusted EBITDA $439 million, including a positive non-cash metal price lag impact of $129 million. All three operating segments delivered higher Segment Adjusted EBITDA, contributing to a new quarterly record.
For the first half of 2026, revenue was $5,209 million and net income $344 million, with Adjusted EBITDA of $798 million. Free Cash Flow was $95 million in H1, including $90 million in Q2, and the company repurchased 1.8 million shares for $48 million. Liquidity at June 30, 2026 was $1,058 million, net debt $1,760 million, and leverage improved to 1.8x. Constellium raised its 2026 outlook to Adjusted EBITDA of $980 million to $1.020 billion (excluding metal price lag) and Free Cash Flow above $300 million, indicating it expects to reach previously stated 2028 financial targets two years early.
Constellium SE reported the results of its Annual General Meeting of Shareholders held on May 21, 2026. Shareholders confirmed the appointment of Ingrid Joerg and the re-appointment of John Ormerod to the Board for new three-year terms.
Investors approved, on an advisory basis, the 2025 compensation of named executive officers and strongly supported holding an advisory (non-binding) vote on executive pay every year, rather than every two or three years. The statutory and consolidated financial statements for the year ended December 31, 2025 were approved with very high support, and directors, the CEO and statutory auditors received discharge for their 2025 duties.
Shareholders also authorized the Board to repurchase the Company’s shares and to reduce share capital by canceling repurchased shares under relevant provisions of the French Commercial Code, and approved the aggregate maximum amount of directors’ annual fixed fees and related formalities powers.
Constellium SE reported a very strong first quarter of 2026, with revenue of $2.5 billion, up 24% year over year, and net income rising to $196 million from $38 million in Q1 2025.
Adjusted EBITDA increased to $359 million, including a positive non-cash metal price lag impact of $97 million, and segment performance delivered a record quarterly Segment Adjusted EBITDA. Free Cash Flow improved to $5 million from $(3) million a year earlier.
The company repurchased 1.2 million shares for $28 million and ended the quarter with leverage at 2.2x. Based on its outlook, Constellium raised full-year 2026 guidance to Adjusted EBITDA of $900–$940 million and Free Cash Flow above $275 million.
Constellium SE announced that its Board of Directors has authorized a new share repurchase program of up to $300 million of outstanding ordinary shares. The program will become effective after the 2026 Annual General Meeting on May 21, 2026 and run through December 31, 2028, replacing the program approved in February 2024.
The company may buy back shares for cash in open-market or privately negotiated transactions and can use Rule 10b5-1 plans, in line with U.S. securities rules and French corporate law. The Board is not required to repurchase any specific amount and may modify, suspend, extend, or terminate the program at any time. Management highlights this authorization as part of a balanced capital allocation strategy to return capital to shareholders. Constellium reports $8.4 billion of revenue in 2025.
Constellium SE reported a strong finish to 2025 with significant growth in volume, revenue and profitability and issued guidance for 2026 and 2028. In the fourth quarter of 2025, shipments rose 11% to 365 thousand metric tons, revenue increased 28% to $2.2 billion, and net income reached $113 million versus a $47 million loss a year earlier. Adjusted EBITDA more than doubled to $280 million, helped by a $67 million positive non-cash metal price lag.
For full year 2025, shipments grew 4% to 1.5 million metric tons, revenue rose 15% to $8.4 billion, and net income surged to $275 million from $60 million. Adjusted EBITDA was $846 million, up 36%, including $126 million of positive metal price lag, and Free Cash Flow improved to $178 million from negative $100 million. The company repurchased 8.9 million shares for $115 million and ended 2025 with liquidity of $866 million and net debt of $1.824 billion, or 2.5x leverage.
Management launched its Vision 2028 efficiency program and now expects 2026 Adjusted EBITDA, excluding metal price lag, of $780 million to $820 million and Free Cash Flow above $200 million. By 2028, it targets Adjusted EBITDA of $900 million and Free Cash Flow of $300 million while maintaining leverage in a 1.5x to 2.5x range.
Constellium SE furnished materials related to its third-quarter 2025 results. The company announced it issued a press release and an investor presentation covering Q3 2025.
These materials were provided under Item 2.02 and are designated as “furnished,” not “filed,” under General Instruction B.2. The press release (Exhibit 99.1) and investor presentation (Exhibit 99.2) accompany the report and are also available on the company’s website.
Constellium SE announced a planned CEO transition. The Board appointed Ingrid Joerg to succeed Jean‑Marc Germain as Chief Executive Officer, effective January 1, 2026. Ms. Joerg will also join the Board on that date for the remainder of Mr. Germain’s term, subject to ratification at the 2026 annual general meeting, with an intention to nominate her for a further three‑year term.
Ms. Joerg, currently EVP and COO and formerly head of the Aerospace & Transportation business, entered a Swiss‑law employment agreement outlining initial CEO compensation, benefits, and a 12‑month notice period, plus customary post‑employment covenants.
Mr. Germain will retire as CEO on December 31, 2025 and is expected to serve as Special Advisor through December 31, 2026. A transition agreement is intended to provide 50% of his 2025 base salary during the Transition Period, eligibility for a target annual cash bonus for fiscal 2026 equal to 140% of his Transition Period base salary, and vesting treatment for 2023–2025 equity awards under stated terms.